See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,540 | $75,935-21.6% | $60,547-1.7% | $125,391-52.5% |
| Participation rate | 46.7% | 76.5%-29.9pp | 68.0%-21.3pp | 83.2%-36.5pp |
| Annual return | -1.17% | -5.38%+4.2pp | 335.64%-336.8pp | 282.22%-283.4pp |
| Employer contribution / active EE | $975 | $3,438-71.6% | $2,419-59.7% | $4,866-80.0% |
| Participant deferral / active EE | $1,736 | $4,506-61.5% | $3,328-47.8% | $5,352-67.6% |
| Admin fee / account holder | $24 | $6,768-99.6% | $4,536-99.5% | $9,540-99.8% |